Hello BGL Trustees
I hope that this post is not inappropriate. We have been using BGL for a few years now. Despite the fact that I had no previous experience of financial management, the support team was amazing, and after a great number of phone sessions, everything was sorted.
My query is more about whether there are any meetings between trustees who don’t use a financial advisor, so that they can: exchange tips about BGL; how they are learning about and complying with new rules; and maybe even discussing diversity of portfolios, given the current low interest rates.
I have searched the internet for trustee support groups, but have found none. Is this face-to-face contact something that others would like?